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Waterfall Chart
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2,101-2,130 of 7,440
07
The slide uses a before-after bridge logic to explain the drivers of margin expansion.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
08
Slide 7 from an ADP investor presentation, focusing on shareholder value metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
28
The chart is a waterfall-bridge diagram showing the reduction of US non-sales locations.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
36
The chart shows the bridge from 20% margin in FY17 to 21-22% in FY20F, accounting for various operational levers and pass-through drags.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
21
The slide uses a valuation buildup approach to justify a specific per-share value increase based on interest rate sensitivity.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
38
Uses a waterfall chart to show projected growth components and a bar chart with target overlays to show the gap between actual and projected EPS.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
69
The slide uses a waterfall chart to highlight a discrepancy between projected growth and historical performance, framing it as a recurring issue ('Deja Vu').The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
73
Uses a side-by-side waterfall chart comparison to highlight a performance gap.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
45
This slide serves as a case study for operational value creation, likely used to justify a similar strategy for a current target company.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor 1 hit
58
The slide uses a combination of bar charts and a waterfall-style bridge to illustrate performance metrics and valuation uplift.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
58
The slide uses a before-after comparison of valuation multiples and performance metrics to justify a specific activist thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
85
Uses two distinct valuation-style build-ups to extrapolate corporate cost savings.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
99
Uses a quote from Netflix Q4 2023 shareholder letter to validate the margin expansion narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
36
The chart highlights the contrast between the growth in the Experiences segment and the decline in all other segments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
60
The slide uses a waterfall bridge to illustrate the gap between pro forma expectations and actual FY23 performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
88
Includes a specific rebuttal paragraph addressing Disney's methodology for evaluating Trian's investments.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Propose Solution1 hit
100
Includes a waterfall chart illustrating the margin bridge.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
21
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
20
Uses a waterfall-bridge style to illustrate the gap between projected and actual performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
21
Includes a quote from Jim Cramer criticizing the balance sheet.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
22
Includes a waterfall-style bridge for enterprise value and a bar chart for sales volume trends.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
68
Case study of Trian's investment in Ingersoll-Rand.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
46
Includes a disclaimer regarding the applicability of past performance to future investments (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
58
Uses historical performance data to validate the activist's proposed management strategy.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
40
The chart highlights the strategic shift away from GE Capital, comparing historical data (2001-2014) with a 2014 pro forma estimate.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
36
Includes a callout highlighting the 120% upside potential based on the Mid-case scenario.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
37
Includes detailed breakdown of corporate expenses and non-recurring items.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
38
The slide provides a detailed breakdown of adjustments to revenue, expenses, EBIT, net income, and EPS.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
31
The slide uses a bar chart to visualize the profit growth and tables to show revenue and margin expansion.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
40
The table demonstrates the calculation of adjusted EPS common and compares it to the reported Operating EPS from 8-K filings, showing a zero variance.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit